See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,977 | $73,787-63.4% | $98,716-72.7% | $82,448-67.3% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.3%+14.6pp | 68.1%+15.8pp |
| Annual return | 20.06% | 18.57%+1.5pp | 31.81%-11.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $786 | $1,511-48.0% | $2,279-65.5% | $2,551-69.2% |
| Participant deferral / active EE | $4,527 | $3,081+46.9% | $4,048+11.8% | $4,139+9.4% |
| Admin fee / account holder | $398 | $6,500-93.9% | $8,703-95.4% | $7,234-94.5% |